SRS Investment Management, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$6.9T
Holdings
19
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 17,430,882 | $3.1T | 45.20% | |
| 2 | NFLXNETFLIX INC | 2,339,868 | $883.5B | 12.75% | |
| 3 | METAMETA PLATFORMS INC | 1,710,352 | $513.5B | 7.41% | |
| 4 | SNAPSNAP INC | 52,662,317 | $469.2B | 6.77% | |
| 5 | PDDPDD HOLDINGS INC | 4,290,513 | $420.8B | 6.07% | |
| 6 | PLNTPLANET FITNESS INC | 6,956,803 | $342.1B | 4.94% | |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 1,695,216 | $262.1B | 3.78% | |
| 8 | TEAMATLASSIAN CORPORATION | 1,077,437 | $217.1B | 3.13% | |
| 9 | STLASTELLANTIS N.V | 8,467,789 | $162.0B | 2.34% | |
| 10 | DDOGDATADOG INC | 1,463,587 | $133.3B | 1.92% | |
| 11 | LADLITHIA MTRS INC | 362,367 | $107.0B | 1.54% | |
| 12 | NVDANVIDIA CORPORATION | 225,372 | $98.0B | 1.41% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 768,027 | $66.7B | 0.96% | |
| 14 | TXG10X GENOMICS INC | 1,049,210 | $43.3B | 0.62% | |
| 15 | CMCSACOMCAST CORP NEW | 969,699 | $43.0B | 0.62% | |
| 16 | TRIPTRIPADVISOR INC | 1,293,952 | $21.5B | 0.31% | |
| 17 | MGMMGM RESORTS INTERNATIONAL | 279,970 | $10.3B | 0.15% | |
| 18 | SESEA LTD | 88,264 | $3.9B | 0.06% | |
| 19 | SHOPSHOPIFY INC | 4,066 | $221.9M | 0.00% |